As busy professionals, we are always looking for opportunities to maximize the return on our efforts. This sentiment remains true when it comes to improving fundraising tactics.
Today we speak with Melissa Wyers, Executive Director of EveryAction, a CRM tailored specifically for nonprofits. Melissa talks about how automation can be used to develop more robust communication with and cultivation of donors…and save time to boot!
(4:14) The makings of a move for automation
(5:10) Amazon is the standard
(6:15) The renewal series: trigger in and trigger out
(9:30) Ninety days or fewer to recapture series
(12:06) Engaged, but no gift
(13:20) The meaningful use of surveys
(15:59) Less a ladder, more a jungle gym
(18:50) Timing is everything: The transition from automation to personal messaging
(22:20) Dolph gets old fashioned
(23:42) The versatility of CRM automation: sustainers, cultivation, credit card reminders
(28:09) Asking board members to say thanks
(30:15) Correspondence documentation: a basic requirement in CRM
(33:26) A dream dinner with Matisse